Sterling Group Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Sterling Group Wealth Management, LLC
- $192 Million
- Q4 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 873 shares of VB stock, worth $214,819. This represents 0.11% of its overall portfolio holdings.
Number of Shares
873
Previous 873
-0.0%
Holding current value
$214,819
Previous $207,000
0.97%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,316Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.11 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.86 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.8 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.4 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio